Metrailler Wealth
62Developing1034 Garner Rd W, Ancaster, ON L9G 3K9, Canada
About
Designed Securities is a group of financial professionals in Ancaster, Ontario, dedicated to helping clients with retirement planning, wealth building, and major life changes through evidence-based financial advice.
Senior Care Path Summary
Designed Securities helps clients prepare for retirement and achieve financial stability through personalized planning. They offer 15-minute consultations to review your financial standing and provide actionable recommendations. They work with clients across Canada to help with retirement income planning, leaving a legacy, major purchases, and investment strategy.
The firm is regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and holds the Canadian Investor Protection Fund membership. They offer virtual meetings or in-person conversations over coffee, making it accessible for clients to discuss their financial picture and long-term goals.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Clients planning to retire without financial worry
- Families wanting to leave a legacy to children and grandchildren
- Retirees mapping major purchases and investment strategies
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
10 Google reviews
Most recent reviews
Dennis & Kathleen Haley
a year ago · via Google
We highly recommend Phil Metrailler at Designed Securities! We have been with Phil for many great years where he and the team have helped us meet and exceed our financial goals. Both their sound financial advice and rock solid investment strategy have enabled us to retire ahead of schedule. We have referred a number of family members to Phil without hesitation.
Sydney Haley
a year ago · via Google
We’ve had the privilege of working with Phil and Miguel for the past four years. As smaller clients with a limited understanding of investing, we’ve truly valued the insights and expertise they’ve shared with us. My parents, who also trust Metrailler Wealth with their investments, always emphasized the importance of starting early. With their guidance and our full confidence in this team, we’re certain that our finances are in the best hands. Phil and Miguel are not only highly responsive but also genuinely great people to work with. If you’re looking for a trusted investment partner, look no further than Metrailler Wealth—you won’t be disappointed.
Adrian Smith
a year ago · via Google
I've been working with Miguel Lopes for a year now, and I couldn't be happier with the guidance I've received. As a professional millennial focused on building wealth for early retirement, I wanted a financial advisor who understands my goals and creates a plan that's tailored for my situation. Miguel and his team have exceeded my expectations with clear insights, smart investment strategies, and a transparent approach to financial planning. Highly recommend.
Summary of Google Reviews
Summarized by Senior Care Path from Metrailler Wealth's Google rating and recent reviews. Confirm specifics with the provider.
Metrailler Wealth holds an excellent 5.0-star rating across 10 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Investment Industry Regulatory Organization of Canada (IIROC)
- Canadian Investor Protection Fund member
Languages Supported
- English
Location
1034 Garner Rd W, Ancaster, ON L9G 3K9, Canada
Also serves
- Ancaster, Ontario
- Throughout Canada (virtual)